Fresh Jobs at Cytonn Investments

In order to better service our clients, we are looking for highly motivated, self-driven, team players to work on full time basis with the distribution team as financial advisors.

The Financial Advisor will report to the Unit Manger and work on strategic plans and initiatives to increase relationship productivity and develop proper contact networks within the channel partners.

Job Responsibilities

• Present, promote and sell our products to existing and prospective clients
• Establish, develop and maintain positive business and customer relationships
• Reach potential customers through cold calling
• Achieve agreed upon sales targets and outcomes within schedule
• Attend prospect and client meetings to make presentations and oversee follow up
• Identifying opportunities for product development, and other product offerings
• Any other duties as may be assigned from time to time

Qualifications

• KCSE grade C- and above
• Diploma or Degree holder in any field
• Minimum 2 Years Proven work experience as a Financial Advisor
• Highly motivated and target driven with a proven track record in sales
• Excellent selling, communication and negotiation skills
• Prioritizing, time management and organizational skills
• Ability to create and deliver presentations tailored to the audience needs
• A background in Real Estate, Insurance Sales, Banking, Asset Management and other financial services will be added advantage

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In order to better serve our clients, we are looking for a highly motivated, self-driven, team player to work as the Independent Financial Advisor Manager. The position will afford the successful individual a unique opportunity to participate in both a strong incentive structure and equity ownership plan.

Responsibilities

• Recruit, select, train and develop Independent Financial Advisors
• To formulate marketing, sales and distribution channels for the company as well as manage the distribution process
• Participate in the development of the marketing plans, budgets and pricing for the Cytonn products
• Plan and coordinate sales and marketing activities to build and generate new business
• To build, maintain and strengthen good public relations with existing clients, investors, corporate companies, business community, professionals, high net worth clients and government agencies
• Participate in the development of investment products that meet client needs
• Determine annual IFA performance budgets and plans by implementing marketing strategies; analyzing trends and results
• Establish sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volumes for existing and new products
• Plan to ensure achievement of Individual and team targets, aligning with company sales policies and strategies
• Manage, develop and motivate the IFA team to develop their skill to ensure that a high professional standard is achieved and monthly sales target and KPI target are met
• Provide on-the-ground support for IFAs as they generate leads and close new deals
• Develop and implement new sales initiatives, strategies and programs to capture key demographics
• Develop, maintain and execute a regional expansion plan
• Continually assess the IFA Network, develop and evaluate its performance and manage any conflicts while ensuring alignment with Cytonn values and policies

Requirements

• Degree, with at least a 2nd Class Upper Division is preferred
• At least a B+ in KCSE is preferred
• A minimum of 5 years’ sales experience in the financial services industry
• Understanding of product management principles
• Excellent stakeholder management and communication skills
• Proven sales and management skills of a distribution platform
• Leadership skills
• Problem solving skills
• Numerical skills
• People skills
• Ability to work with and influence sales channels, in particular the broker network and senior sales leaders
• Proven leadership capabilities
• High degree of time management